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Job Description:

Major accountabilities

Assist in Private Equities and Alternatives asset portfolio management

• Assist the Portfolio Manager to manage the HuBS GA Private Equities and Alternatives portfolios in accordance to in-house philosophy, risk appetite and objectives
• Work closely with the Portfolio Manager and the Private Equities team in SLC North America on pipeline and portfolio execution and management
• Study and understand the economic, sector and market trends
• Analyse, construct, select, source and execute funds and transactions
• Carry out due diligence on the security / fund and monitor the sizes and pipeline
• Monitor the performance, risks and compliance of the portfolios; including prepare and present reports to the local IMC and ALCOs
• Achieve the target size and returns according to the Investment Plan with risk limits and portfolio constraints
• Liaise with the Insurance Portfolio Management Team to ensure funding availability and pre-trade compliance
• Integrate ESG into the investment processes
• Coordinate or assist in the coordination of the end-to-end new deal implementation process (recommend manager/fund selection, liaise with key stakeholders to sign off the proposed transactions, onboarding process)
• Work closely with Legal team and external lawyers to execute transactions
• Work with the insurance functions including ALM, Finance, Actuarial, Risk & Compliance to diversify the portfolio and onboard new asset classes
• Act as a conduit between HuBS, Regional Office and SLC for private equities and alternatives
• Maintain relationships with:
  • Private equities fund managers globally
  • Alternatives asset managers globally
  • Sell-side analysts
  • Alternatives law firms with Legal Team

Assist in the development of alternatives HNW asset solution and other insurance products

• Assist the Portfolio Manager in the design and implementation of HNW Alternatives Asset Solution for HuBS
• Provide investment support on the development and implementation of insurance products (eg, Investment Linked Product, Variable Universal Life etc)

Private equities and alternatives reporting and analytics

• Monitor the performance, risks and compliance of the portfolios; including prepare and present reports to the local IMC and ALCOs
• Maintain e-front system with SLC

Ad-hoc

• Participate in ad-hoc investment related projects (eg, Project AIM, M&As, special projects etc)
• Work on special initiatives or transactions as required

Preferred skills/knowledge

• Has in-depth knowledge and understanding of private equities and alternative investments
• Fund management industry, knowing how to select best fit managers
• Insurance investment management a plus
• Bloomberg
• Other Alternatives data (eg, Preqin)

Qualifications

• The minimum education level is a Bachelor's Degree obtained from a recognizable university

• At least 7 years of related working experience in financial industry with experience in leading and managing people
• Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required

Job Category:

Asset Management

Posting End Date:

30/12/2024